Name
Email Address
Phone Number
* 1. What type of finance and accounting support does your organization currently have in place?
Bookkeeper
CFO
CPA
* 2. When were your organization's financial statements last audited?
* 3. What is your organization’s current annual revenue?
$1.0M or less
$1.1M - $3.0M
$3.1M or more
* 4. What type of accounting software does your organization currently have in place?
* 5. Is the accounting software web-based? If not, would you be open to upgrading to an online, web-based software?
Web Based?
Yes
No
Would you explore an online software version?
Yes
No
* 6. How many restricted grants does your organization currently receive? Who manages those grants?
* 7. Does your organization have a consistent fundraising or development campaign outside of grants?
Yes
No
* 8. How would you rate your organization’s finance and accounting department?
Rate: (1 being the best and 5 being the worst)
1
2
3
4
5